The Weekly Catalyst

Global Chemical Update – Chain Reaction

March 21, 2022

Report Sections:
Feedstocks & Energy, Global Ethylene Cracker, Spot Profit Analysis, Ethylene & Propylene, Price Trends, Polyethylene Review, Other Relevant Global Polymer Trends, Other Relevant Global Chemical Trends, Global Chemical Data Sheets, Flow Charts & Other Ancillary Data

Companies Mentioned:
Dow, LyondellBasell, Westlake, ExxonMobil, CP Chemical, Baystar, Sabic, Axalta, AkzoNobel, PPG

The Weekly Catalyst

Global Chemical Update – Chain Reaction

Key Points:

Global commodity chemical market trends are in favor of US producers. We think the potential window for cost relief is shortening for non-integrated specialty producers before a coming global commodity chemical mega-cycle.
Global chemical market trends support the developments cited in our recent Sunday Thematic, The Ukraine Crisis Makes our Mega-Cycle View More Likely. Also, see our recent research, Separate Ways (Worlds Apart) – US Petrochemical Makers Profit from Global Woes, Mega-Cycle Ahead.
Other global commodity trends flagged in this report comprise monomer, polymer, and feedstock indicators relevant to gauging sector profitability.

See PDF below for all charts, tables, and diagrams

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